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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,556 | $97,761+190.1% | $83,850+238.2% | $135,382+109.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -6.02% | 1287.44%-1293.5pp | 850.92%-856.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $3,746 | $4,222-11.3% | $3,631+3.2% | $4,779-21.6% |
| Participant deferral / active EE | $2,122 | $4,682-54.7% | $4,082-48.0% | $5,609-62.2% |
| Admin fee / account holder | $2,409 | $6,674-63.9% | $5,478-56.0% | $10,829-77.8% |